Tickets now available for UK's leading Financial Wellbeing conference on 20th May 2026
Practical steps, education and support for better financial health
With Coach, people can get their financial health score and understand how to improve it. Coach sends prompts to reduce spending and save money, based on their earnings and spending. Like discounts for their regular shop and benefits they’re entitled to. And they can build their money skills with our newsletters, webinars and articles. Or ask Coach to build them a curated plan.
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Members connect Stream to their bank accounts through open banking, so every recommendation, piece of guidance, and alert is based on their actual income and spending—not a generic, one-size-fits-all model.
Coach builds on every interaction, remembering goals, context, and past behaviour, so the guidance your people receive becomes more relevant and useful over time.
Most financial tools start from scratch every time. Coach doesn’t. It builds on a single, continuous conversation—remembering goals, context, and past interactions—so every nudge, recommendation, and insight becomes more relevant over time.
From day one, a personalised onboarding experience tailors the journey to each individual’s financial priorities and life stage, rather than relying on a one-size-fits-all template. And the more it’s used, the smarter and more valuable it becomes.
Members can get insights and education to build their financial wellbeing. They can access extensive financial education resources, including webinars, articles, guides and a monthly newsletter. And they can connect to free, confidential debt advice with our charity partner StepChange.
For anyone looking for a more structured path, Coach works hand in hand with Learn, guiding members to the right courses based on their goals, so education always leads somewhere meaningful.
Not sure where to begin? Coach helps your people identify what matters most to them financially, then points them directly to the Learn courses that align with their goals. It’s education that feels personal from the very first step.
Instead of scrolling through content and hoping something sticks, employees start with a conversation, get clear direction, and build their financial knowledge with purpose—step by step, at a pace that works for them.
Coach doesn’t just wait for questions—it keeps an eye on your people’s financial picture and steps in at the right moments, flagging changes and highlighting opportunities as they arise.
It also surfaces relevant discounts based on actual spending, helping members save on everyday purchases and stay on top of the rewards available to them.
Coach actively guides members to make the most of their money. It prompts them to use the Claim tool to check they’re receiving all the benefits and financial support they’re entitled to.
It also nudges smarter saving at the right moments. When earnings increase, Coach spots the change and encourages members to set a little extra aside before it gets spent.
Clint
Cleaner, CT Facilities Management
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The Employer Dashboard lets you track the impact of your Stream benefits, with anonymized usage data and trends. See what products are being used and how they’re improving your colleagues’ financial health.
Break the information down by division to get a real-time picture of employees’ financial needs – so you can enhance and improve your financial wellbeing strategy.
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Stream is an ISO 27001 certified platform that can connect to any payroll, HR or time and attendance system.
We work with your teams to handle all of the setup, including validation and compliance. That means you can launch your employees’ financial wellbeing benefits quickly and easily.
Once you’re up and running, we handle all technical support and member questions in the app or portal – responding to 95% of queries within 30 minutes.
Stream is an ISO 27001 certified platform that can connect to any payroll, HR or time and attendance system.
We work with your teams to handle all of the setup, including validation and compliance. That means you can launch your employees’ financial wellbeing benefits quickly and easily.
Once you’re up and running, we handle all technical support and member questions in the app or portal – responding to 95% of queries within 30 minutes.
What does Coach include?
Does Coach remember previous conversations?
Does Coach work alongside Learn?
How much does Coach cost members?
How do you keep members’ data safe?
How do you deal with vulnerable members?
Talk to us about the positive impact we can have on your teams and your business.
